fbpx
HTG Advisors - Our Story

Our Story

This is not just our work life, but our life’s work.

We are a team of thirteen professionals from a wide variety of backgrounds, all committed to the highest standard of service for our clients.

MEET OUR TEAM

Our team fosters a highly collegial and interactive environment, which ultimately leads us to find the best solutions for you. We encourage an approach of openness and education, where communication is valued.

Our collective credentials, depth and knowledge are rare for a firm of our size. We have eight MBAs, six CFP® professionals, two CFA® charterholders, one Certified Divorce Financial Analyst®, one JD and decades of experience. Our varied backgrounds and skills lend depth and breadth to our service. Our advisors span generations, allowing for seamless continuity of your relationship with us.

HOW WE BEGAN

In 1993, Tom Gnuse and his wife, Jeanne, started HTG Investment Advisors at their kitchen table in New Canaan, Connecticut. The goal was to provide the individual investor with a systematic approach to asset allocation and portfolio construction previously available only to institutions and the ultra-wealthy. Equally important were a high level of service and a fee-only, fiduciary structure. These principles are still paramount at HTG today.

Responding to client needs, financial planning developed into an important component of our service. Clients were looking for assurance that they would be able to sustain their lifestyle and reach aspirational goals.

Early in the new millennium, HTG partnered with a successful local financial planner, Robin Sherwood, to provide comprehensive financial planning. It became clear that clients benefited from this collaboration and in 2005, Robin brought her practice to HTG. As the business grew, so did our staff and resources.

That’s a little of our story, but we’d really rather hear yours. We invite you to give us a call.

CONTACT US

blue-streak-2
MEET OUR TEAM
Robin Sherwood of HTG Advisors
Lex Zaharoff of HTG Advisors
Kerry Connell of HTG Advisors
Valerie Connolly of HTG Advisors
Allison Donaldson of HTG Advisors
Joseph Donaldson of HTG Advisors
Jennifer Nicasio of HTG Advisors
Barbara Ollinger of HTG Advisors
bianca schuman of HTG Advisors
sonya ziolkowski of HTG Advisors
jeannie rubsam of HTG Advisors
Amy Sheinberg of HTG Advisors
Shannon Vizza of HTG Advisors
Tom Gnuse of HTG Advisors
Jeanne Gnuse of HTG Advisors
SUBSCRIBE TO OUR FREE NEWSLETTER
Receive our latest features, news and helpful advice
SIGN ME UP